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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

824 hedge funds and large institutions have $8.29B invested in iShares Russell Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 269 increasing their positions, 296 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
-71
Holders Change %
-7.93%
% of All Funds
13.93%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.46%
New
53
Increased
269
Reduced
296
Closed
112
Calls
$5.72M
Puts
$27.6M
Net Calls
-$21.9M
Net Calls Change
+$42.6M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$166M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$57.1M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$31.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$140M
2
Citigroup
Citigroup
New York
-$30.6M
3
Truist Financial
Truist Financial
North Carolina
-$21.7M
4
Wells Fargo
Wells Fargo
California
-$19.3M
5
AAP
Arax Advisory Partners
Colorado
-$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
426
Fullen Financial Group
Ohio
$561K +$792 +10 +0.1%
LW
427
Linscomb Wealth
Texas
$553K – – –
VFA
428
Valeo Financial Advisors
Indiana
$550K -$30.4K -384 -5%
EIP
429
Easterly Investment Partners
Massachusetts
$546K – – –
FNBOO
430
First National Bank of Omaha
Nebraska
$543K -$11.4K -144 -2%
FUBT
431
First United Bank & Trust
Maryland
$541K -$26.2K -330 -5%
SHJ
432
Sharkey, Howes & Javer
Colorado
$540K -$43.8K -553 -7%
1SB
433
1ST Source Bank
Indiana
$539K – – –
RIS
434
Retirement Income Solutions
Michigan
$538K +$70.3K +888 +15%
FWM
435
FSA Wealth Management
Massachusetts
$536K -$6.36M -80,364 -92%
B
436
Bailard
California
$535K – – –
AP
437
Appleton Partners
Massachusetts
$533K – – –
RCAG
438
Rehmann Capital Advisory Group
Michigan
$532K +$120K +1,518 +29%
CS
439
Capital Square
Tennessee
$527K -$51.1K -646 -9%
CI
440
CX Institutional
Indiana
$527K +$527K +6,653 New
IWM
441
IHT Wealth Management
Illinois
$525K +$34K +430 +7%
BCM
442
BTR Capital Management
California
$524K -$47.6K -600 -8%
WKSWA
443
White Knight Strategic Wealth Advisors
New Jersey
$520K – – –
LMKC
444
L.M. Kohn & Company
Ohio
$517K -$23K -290 -4%
SC
445
Steph & Co
Wisconsin
$517K +$55.5K +701 +12%
LA
446
LVW Advisors
New York
$517K +$517K +6,530 New
CAC
447
Certified Advisory Corp
Florida
$515K -$109K -1,373 -17%
BFA
448
Bragg Financial Advisors
North Carolina
$514K +$158K +1,997 +44%
GWMIA
449
Global Wealth Management Investment Advisory
Florida
$513K -$273K -3,441 -35%
CCM
450
Cohen Capital Management
California
$513K +$476 +6 +0.1%
16 17
18
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